Pinning functionality in Punch Lists

The pinning feature for the Punch Lists app in Kahua allows you to drop a virtual "pin" on a drawing, and then link that "pin" to an existing or newly created punch list record. The drawings must be added to a special "Pinnable Folder" folder type in the File Manager app to be available for pinning in the Punch Lists app.

Pinning can also be used in the File Manager app, but it requires different configuration. For more information on pinning in File Manager, refer to Pinning functionality in File Manager.

These are some key components of the pinning feature in the Punch Lists app:

• Punch list pins are viewed and managed in the Punch Lists app.
• The pinning feature must be enabled for your domain by your domain administrator. Refer to Domain Settings.
• To use pinning with Punch Lists, you must enable the "Pinnable Drawings" folder type in the File Manager configuration. This allows you to create a "Pinnable Drawings" folder. Only drawings in folders of the type "Pinnable Drawings" will appear in the Punch Lists app.
• You must create a Pinnable Drawings folder in the File Manager app for your project and add the punch list drawings to the folder.

TABLE OF CONTENTS

• Enable pinning in your domain
• Enable the "Pinnable Drawings" folder type
• Add a "Pinnable Drawings" folder to your project
• Add a new punch list item and pin
• Add a pin to an existing punch list item
• Move a pin
• Open the associated punch list item from a pin
• View a pin from a linked record

Enable pinning in your domain

To use the pinning functionality, a domain administrator must enable it on the Domain Settings app > Domain Defaults page. For more information, refer to Domain Settings.

Enable the "Pinnable Drawings" folder type

To use the pinning functionality in the Punch Lists app, a domain administrator or user with the appropriate permissions must enable the "Pinnable Drawings" folder type in File Manager. This allows you to create a "Pinnable Drawings" folder. Only drawings in folders of the type "Pinnable Drawings" will appear in the Punch Lists app.

To enable the "Pinnable Drawings" folder type, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. If you plan to use punch list pinning throughout your projects, enable the "Pinnable Drawings" folder type at the root domain. 
2. Navigate to the Configuration application (Apps > Administration > Configuration).
3. Open the Applications tab and select File Manager. The detail view appears. Alternatively, right-click on the File Manager app icon in the launch bar and select Configure. 
4. Click on the Workflow tab and select Override.
5. Select the Enabled check box for Pinnable Drawings.

   

6. Click Save when you are done.

Add a "Pinnable Drawings" folder to your project

To use the pinning functionality in the Punch Lists app, you must create a "Pinnable Drawings" folder in the File Manager app and add to it the drawings which you want to pin punch list items to. Only drawings in folders of the type "Pinnable Drawings" will appear in the Punch Lists app.

To add a "Pinnable Drawings" folder to File Manager, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. You should be in the project where you want to apply the punch list pins.
2. Navigate to the File Manager application (Apps > Document Management > File Manager). 
3. Navigate to the location on the file folder structure where you want to the Pinnable Drawings folder to appear. 
4. Select Create Folder from the action bar. Alternatively, right-click on the folder that you want to contain the Pinnable Drawings folder and select New Folder. The New Folder dialog appears.
5. Select "Pinnable Drawings" as the Folder Type. Enter a folder name, such as "Punch List Drawings" and click Ok.

   

6. The new folder appears in the selected location. Add the appropriate drawing files to the folder. You can right-click on files in other folders and select Copy to add a copy to the pinnable drawings folder, or open the new folder and select Add Files from the action bar.

   

7. When you are done adding files, you can open the Punch Lists app to pin punch list items to the drawings in the folder.

Add a new punch list item and pin

You can add a new punch list item and a pin at the same time. To do so, you must have added the appropriate drawings to a "Pinnable Drawings" folder in the File Manager app. In the Punch Lists app, you must enter Drawing Mode and select the drawing you want to use with your punch list item pins.

To add a new punch list item and pin in the Punch Lists app, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. You should be in the project where you want to apply the punch list pins.
2. Navigate to the Punch Lists application (Apps > Document Management > Punch Lists). 
3. Select Drawing Mode from the action bar. 

   

4. All the drawing files in folders of the type "Pinnable Drawings" in File Manager appear. Click on the drawing you want to work with. 

   

5. The drawing appears. You can click and drag in the drawing to pan to a different area for viewing. In the upper left you can use the following tools on the Viewer Toolbar to additionally manage your view of the drawing:

   

   • Page # of #– Indicates which number page you are on of the total number of pages in the file or drawing. If there are multiple pages in the document file, arrow keys will appear here that you can use to navigate through the pages.
   • Zoom  – Shows your current zoom level on the drawing. Select a level from the dropdown list, manually enter a level and press Enter on your keyboard, or use Ctrl + your mouse wheel to zoom in and out from the current cursor location.
   • Fit Page – Fits the file image to the display area.
   • Fit Width – Fits the file image to width of the display area.
   • View – Select one of the following options:
     • Show Markups - Show or hide existing markups
     • Show Markup Panel - Show existing markups in a table at the bottom of the display area.
     • Show Hyperlinks - Show existing hyperlinks.
     • Info - Displays file information, such as the calibration status, internal rotation, page rotation, correction rotation, page zoom, number of annotations, etc.
6. Click the Open icon in the upper right corner to open the Punch List Panel.

   

7. To add a new punch list item, click the Add icon . A new punch list item opens. Complete the form as appropriate. For more information on punch list fields, refer to The Punch Lists App.
8.  To add a pin for the new punch list item, click the Pinning Mode icon  to enter pinning mode on the drawing. Click the appropriate location on the drawing to drop the associated pin. Click and drag the pin to move it on the drawing.
9. Click Save on the punch list item when you are done. Select More  for additional Save options. 

   

Add a pin to an existing punch list item

You can add a new pin to an existing punch list item. To add a pin to an existing punch list item, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. Navigate to the Punch Lists application (Apps > Document Management > Punch Lists). 
2. Select Drawing Mode from the action bar. 

   

3. All the drawing files in folders of the type "Pinnable Drawings" in File Managerappear. Click on the drawing you want to work with. 

   

4. Click the Open icon in the upper right corner to open the Punch List Panel.

   

5. A list of available punch list items appears. All available lists and log views are present above the records list. Use the search field or quickfilter  to search for the correct record.
6. Click on the punch list item to open it.
7. Click the Edit icon in the lower right corner of the panel to enter edit mode.

   

8. Click the Pinning Mode icon  to enter pinning mode on the drawing. Click the appropriate location on the drawing to drop the associated pin. Click and drag the pin to move it on the drawing.
9. Click Save on the punch list item when you are done. Select More  for additional Save options. 

   

Move a pin

Pins can be relocated. To move a pin in the Punch Lists app, the associated punch list item must be in edit mode.

To move a pin, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. Navigate to the Punch Lists application (Apps > Document Management > Punch Lists). 
2. Select Drawing Mode from the action bar. 

   

3. Open the drawing with the pin.
4. Select the pin you want to move. The associated punch list item opens in the side panel.
5. Click the Edit icon in the lower right corner of the panel to enter edit mode.

   

6. The pin associated with the punch list item appears in red. Click and drag the pin to the correct location.
7. Click the Save icon on the punch list panel when you are done. Select More  for additional options.

Open the associated punch list item from a pin

You can open the linked item directly from the pin on a drawing.  To do so, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. Navigate to the Punch Lists application (Apps > Document Management > Punch Lists). 
2. Select Drawing Mode from the action bar. 

   

3. Select the drawing that contains the pin. The drawing image appears in the Viewer tab.
4. Click on the pin. The panel opens with the linked punch list record. The selected pin is red to indicate it is the pin associated with the open record.
5. To modify the record, click the Edit icon in the lower right corner of the panel to enter edit mode. Click the Save icon  when you are done.
6. Select More  for additional options.

View a pin from a linked record

Records in applications that can be linked to a drawing with a pin will have a Pins section on the detail view. Any pins will appear in this section. From this section, you can open the drawing and review the pin.